American Yellowstone Advisors, LLC (New York)

American Yellowstone Advisors, LLC is an investment adviser to an investment company based in New York. It manages $20.32 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Idaho and New York.

American Yellowstone Advisors provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

American Yellowstone Advisors: assets under management

The assets under management (AUM) of American Yellowstone Advisors, LLC is $20.32 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $20.32 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.9 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay American Yellowstone Advisors, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at American Yellowstone Advisors, LLC

John Joseph Pileggi has been acting as President since 1 Aug 2010. Llc American Independence Financial Services joined the executive team most recently as the Member.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc American Independence Financial Services	Member	1 Aug 2010	50% - 75%	133232
Yellowstone Partners Llc	Member	1 Aug 2010	50% - 75%	137236
John Joseph Pileggi	President	1 Aug 2010	Other	2504867
Theresa Constance Donovan	Chief compliance officer	1 Aug 2010	Other	5011504
Robert Stephen Natale	Treasurer and secretary	1 Aug 2010	Other	2768568
Eric Matthew Rubin	Treasurer	1 Aug 2010	Other	2621663

Indirect Owners

The SEC currently registers 16 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
David Henry Hansen	Owner	1 Aug 2004	75% - 100%	2484501
Keith Peter Chutjian	Trustee	1 Aug 2004	75% - 100%	5093621
Llc Arrivato Holding	Member	1 Sep 2004	50% - 75%	13-4298596
John Joseph Pileggi	Member, secretary and treasurer	1 Sep 2004	25% - 50%	2504867
Eric Matthew Rubin	Member and president	1 Sep 2004	25% - 50%	2621663
Llc Crescendo Capital Concepts	Member	1 Aug 2005	25% - 50%	20-3186190
Llc Empowered To Prosper	Manager	1 Aug 2005	75% - 100%	86-1042617
Anferenee D. Hardaway Family Trust	Member	1 Aug 2005	75% - 100%	xxx-xx-xxxx
Inc. Penny Hardaway	Manager	1 Aug 2005	Other	76-0402954
Anfernee D Mionly Hardaway	Trustee	1 Aug 2005	75% - 100%	5335533
The Chutjian Charitable Lead Annuity Trust	Member	1 Aug 2005	Other	xx-xxxxxxx
Llc Empowered Rpny	Memberr	1 Sep 2005	25% - 50%	86-1042617
Lp Global Founding Capital	General partner	1 Oct 2005	75% - 100%	20-3718682
Llc Atlanta Inventive Resources	General partner	1 Oct 2005	Other	20-3718662
Keith Peter Chutjian	Owner	1 Oct 2005	75% - 100%	5093621
Llc Aifs Acquisition	Member	1 Jul 2010	25% - 50%	26-4496191

Based in New York

The principal office where American Yellowstone Advisors, LLC performs its advisory services is located at 230 Park Avenue, New York, NY 10169, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646-747-3475 or by fax 646-747-3478. The normal business hours are 9:00am-5:00pm on Monday - Friday.